See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,720 | $105,126-78.4% | $94,646-76.0% | $139,434-83.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 40.37% | 38.03%+2.3pp | 156.71%-116.3pp | 372.94%-332.6pp |
| Employer contribution / active EE | $1,466 | $4,106-64.3% | $3,672-60.1% | $4,751-69.1% |
| Participant deferral / active EE | $8,101 | $7,599+6.6% | $7,418+9.2% | $6,710+20.7% |
| Admin fee / account holder | $25 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |